“This is very much a relationship role; I really enjoy getting out there to meet my clients and designing a strategy to help them.”
- Locations
- Edinburgh
Kyle joined the RBC Brewin Dolphin Edinburgh office in 2011 and is an Investment Manager. He manages portfolios for a mixture of clients, such as charities based across Scotland, private individuals, and now has a focus on working with corporate advisors and business owners.
He has a growing interest and specialism in Scottish technology businesses, and therefore entrepreneurs involved in this fast-growing sector. As a result of RBC Brewin Dolphin’s partnership with Tech Nation, and other organisations in this space, he regularly meets with corporate advisors to source potential entrepreneurial and business owner clients seeking wealth advice, and philanthropy opportunities.
After completing an MSc in Finance & Investment Management, Kyle began his financial services career with RBC Brewin Dolphin as a graduate trainee. He spent nearly four years on a Private Client team and then two years working with Intermediaries, before joining the Scottish Charities team. He is a Chartered Wealth Manager and has an Executive MBA from the University of Edinburgh Business School, with a specialisation in Strategy. He is also a trustee of the Glasgow Children’s Hospital Charity, and on the committee at The Spartans Football Club.